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Schechter Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Schechter Investment Advisors’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.53M Sell
18,534
-2,605
-12% -$217K 0.13% 159
2024
Q4 		$1.79M Sell
21,139
-667
-3% -$59K 0.14% 141
2024
Q3 		$1.95M Sell
21,806
-1,441
-6% -$115K 0.14% 143
2024
Q2 		$1.71M Sell
23,247
-89
-0.4% -$6.32K 0.13% 150
2024
Q1 		$1.56M Buy
23,336
+258
+1% +$15.8K 0.12% 165
2023
Q4 		$1.41M Buy
23,078
+647
+3% +$39.8K 0.12% 162
2023
Q3 		$1.28M Buy
22,431
+1,582
+8% +$97.2K 0.12% 178
2023
Q2 		$1.31M Sell
20,849
-245
-1% -$15.3K 0.12% 196
2023
Q1 		$1.32M Buy
21,094
+2,516
+14% +$152K 0.12% 194
2022
Q4 		$1.14M Buy
18,578
+219
+1% +$12.7K 0.1% 251
2022
Q3 		$1.03M Buy
18,359
+188
+1% +$12.1K 0.1% 267
2022
Q2 		$1.15M Sell
18,171
-5,305
-23% -$361K 0.11% 240
2022
Q1 		$1.64M Sell
23,476
-1,827
-7% -$121K 0.15% 145
2021
Q4 		$1.69M Buy
+25,303
New +$1.6M 0.15% 154

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schechter Investment Advisors's PEG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 12% in Q1 2025, selling an estimated $217K and leaving 18,534 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #159.

Schechter Investment Advisors first reported a position in PEG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.95M in Q3 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Schechter Investment Advisors held 18,534 shares of Public Service Enterprise Group worth $1.53M as of Q1 2025.
  • Schechter Investment Advisors sold 2,605 Public Service Enterprise Group shares in Q1 2025, an estimated $217K.
  • Public Service Enterprise Group made up 0.13% of Schechter Investment Advisors's portfolio in Q1 2025, its #159 holding.
  • Schechter Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Public Service Enterprise Group position peaked at $1.95M in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.